Faculty Effort Calculation Tool Presented by: Sheryl Vick, Administrator, Microbiology Carson...
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Transcript of Faculty Effort Calculation Tool Presented by: Sheryl Vick, Administrator, Microbiology Carson...
![Page 1: Faculty Effort Calculation Tool Presented by: Sheryl Vick, Administrator, Microbiology Carson Simões, School of Medicine.](https://reader036.fdocuments.in/reader036/viewer/2022062500/5697c01d1a28abf838cd04d1/html5/thumbnails/1.jpg)
Faculty Effort Calculation ToolPresented by:Sheryl Vick, Administrator, MicrobiologyCarson Simões, School of Medicine
![Page 2: Faculty Effort Calculation Tool Presented by: Sheryl Vick, Administrator, Microbiology Carson Simões, School of Medicine.](https://reader036.fdocuments.in/reader036/viewer/2022062500/5697c01d1a28abf838cd04d1/html5/thumbnails/2.jpg)
Campus support for faculty effort management
The Management Accounting & Analysis site provides resources that support the calculation of:• ADS/ENS and Clinical components• Committed cost-share • Salary Caps
• http://f2.washington.edu/fm/maa/fec/fectools
![Page 3: Faculty Effort Calculation Tool Presented by: Sheryl Vick, Administrator, Microbiology Carson Simões, School of Medicine.](https://reader036.fdocuments.in/reader036/viewer/2022062500/5697c01d1a28abf838cd04d1/html5/thumbnails/3.jpg)
MAA Calculator Website
![Page 4: Faculty Effort Calculation Tool Presented by: Sheryl Vick, Administrator, Microbiology Carson Simões, School of Medicine.](https://reader036.fdocuments.in/reader036/viewer/2022062500/5697c01d1a28abf838cd04d1/html5/thumbnails/4.jpg)
…. at the department level
Beyond certifying faculty effort, departments are responsible for managing multiple factors related to effort compliance:
• Effort committed to the sponsor on awards• Sponsored research effort, clinical effort, teaching effort, etc.• The combination of components contributing to paid salary
distribution
![Page 5: Faculty Effort Calculation Tool Presented by: Sheryl Vick, Administrator, Microbiology Carson Simões, School of Medicine.](https://reader036.fdocuments.in/reader036/viewer/2022062500/5697c01d1a28abf838cd04d1/html5/thumbnails/5.jpg)
Creation of a tool…
Our department developed a tool that helps us manage:• Salary caps• Sponsor compliance• Components of the IBS that need to be converted for OPUS• Incorporates the flexibility of expanded authority when necessary
and appropriate• Assists in projecting, tracking and reconciling FEC reports
![Page 6: Faculty Effort Calculation Tool Presented by: Sheryl Vick, Administrator, Microbiology Carson Simões, School of Medicine.](https://reader036.fdocuments.in/reader036/viewer/2022062500/5697c01d1a28abf838cd04d1/html5/thumbnails/6.jpg)
Further complexities…• Budgets may start or end within the certification cycle• Compensation components and amounts may change with the
certification cycle• Exercising expanded authority • More recently two salary caps• Committed effort changes within a certification cycle• OSETs
![Page 7: Faculty Effort Calculation Tool Presented by: Sheryl Vick, Administrator, Microbiology Carson Simões, School of Medicine.](https://reader036.fdocuments.in/reader036/viewer/2022062500/5697c01d1a28abf838cd04d1/html5/thumbnails/7.jpg)
FEC period
Faculty Identifiers
Compensation Information
Non-sponsored Budgets
Sponsored Budgets
![Page 8: Faculty Effort Calculation Tool Presented by: Sheryl Vick, Administrator, Microbiology Carson Simões, School of Medicine.](https://reader036.fdocuments.in/reader036/viewer/2022062500/5697c01d1a28abf838cd04d1/html5/thumbnails/8.jpg)
The Monthly Detail View…Values here will be from set-up, but can be edited for a month
Data can be entered for planning purposes
![Page 9: Faculty Effort Calculation Tool Presented by: Sheryl Vick, Administrator, Microbiology Carson Simões, School of Medicine.](https://reader036.fdocuments.in/reader036/viewer/2022062500/5697c01d1a28abf838cd04d1/html5/thumbnails/9.jpg)
The Monthly Detail View…
![Page 10: Faculty Effort Calculation Tool Presented by: Sheryl Vick, Administrator, Microbiology Carson Simões, School of Medicine.](https://reader036.fdocuments.in/reader036/viewer/2022062500/5697c01d1a28abf838cd04d1/html5/thumbnails/10.jpg)
Compliance Summary…The Compliance Summary will allow the user to monitor effort projections and actuals, even if there is only one month of actual OPUS/OSETs data.
Shows how many months of actual distributions are in the summary
The summary will warn the user when % of Committed Effort is over 100% or under 76%
![Page 11: Faculty Effort Calculation Tool Presented by: Sheryl Vick, Administrator, Microbiology Carson Simões, School of Medicine.](https://reader036.fdocuments.in/reader036/viewer/2022062500/5697c01d1a28abf838cd04d1/html5/thumbnails/11.jpg)
Some details to note…• This tool is optimized to work with FEC cycles for faculty on
twelve-month appointments
• While this tool is designed to address most standard effort situations, there are some situations that are not automated in the tool:• Budget start dates other than the first of the month• Committed cost share
• This tool is designed to assist departments/units with effort management; the department/unit remains ultimately responsible for effort reconciliation and reporting decisions
![Page 12: Faculty Effort Calculation Tool Presented by: Sheryl Vick, Administrator, Microbiology Carson Simões, School of Medicine.](https://reader036.fdocuments.in/reader036/viewer/2022062500/5697c01d1a28abf838cd04d1/html5/thumbnails/12.jpg)
Acknowledgements and Tool Access
• This tool is based on original work by the Department of Microbiology and has been adapted in partnership with the SOM’s Office of Research and Graduate Education (RGE).
• We are seeking input from campus units about the extent to which there may be interest in sharing the tool.
• Your feedback will help us establish next steps for sharing & training.
• The tool is available at: https://catalyst.uw.edu/workspace/csimoes/31609/